Broadcom: OpenAI - And Not Apple - Shows The Positioning Versus Nvidia

Apple’s $30B deal and OpenAI partnership boost custom AI silicon growth and cash flow. Click for more on AVGO stock prospects ...

Apple says it will spend $30 billion to design US-made Broadcom chips

Apple announced a $30 billion deal to design chips made in the United States by Broadcom. It’s part of Apple’s continued ...
The Motley Fool

Broadcom Builds Custom Chips for Google, Meta, Anthropic, and OpenAI. At 25 Times Forward Earnings, It's the Cheapest Mega-Cap AI Stock Nobody Talks About.

Broadcom's hyperscale customers should ramp up their chip purchases as the AI market expands. By installing more of those custom ASICs, they can reduce their infrastructure costs and curb their ...
Seeking Alpha

Broadcom Is Still Worth Holding On To

Back in March, I wrote an article about Broadcom Inc. (AVGO). At that time, I had come to a very simple conclusion. Broadcom was winning in just about every metric. They were winning when it came to ...
CNBC

OpenAI unveils first chip as part of Broadcom deal in effort to 'build the full stack'

Eight months after announcing a custom chip deal, OpenAI and Broadcom are revealing their first joint project: Jalapeño. The companies are calling it an "Intelligence Processor" and describe it as the ...
CNBC

Broadcom stock needs a win. The new OpenAI co-designed Jalapeno chip might do the trick

Broadcom shares have lost nearly 20% since early June on what can only be described as a sub-optimal quarter. Could Wednesday's unveiling of Jalapeno, a new custom chip co-designed with OpenAI, put ...
The Motley Fool

Broadcom Stock Investors Just Got Fantastic News From OpenAI

Broadcom and OpenAI have joined forces to create an AI chip that the pair believes will be a game changer. The companies unveiled the custom-built processor, dubbed "Jalapeño," on Wednesday, marking ...
Ars Technica

OpenAI and Broadcom announce chip designed for LLM inference at scale

OpenAI, the company behind ChatGPT and Codex and the models those tools use, and Broadcom, an established silicon supplier, have announced a new chip, called Jalapeño, designed specifically for large ...
MarketWatch

Broadcom unveils a custom chip for OpenAI as it challenges Nvidia’s dominance

Broadcom’s stock hasn’t seen the same level of investor appreciation as smaller chip plays this year, but the company showed on Wednesday that it’s very much still in the game when it comes to ...
The New York Times

OpenAI and Broadcom Unveil Custom A.I. Chip Design

The maker of ChatGPT plans to use enough chips to consume 10 gigawatts of electricity, an amount that could power millions of households. By Cade Metz Reporting from San Francisco In October, the ...
Silicon Valley

OpenAI, Broadcom unveil chip to run models faster, cheaper

OpenAI unveiled its first custom artificial intelligence chip developed in partnership with Broadcom Inc., part of a bid by the ChatGPT maker to gain an edge by tailoring hardware to better run its AI ...
Reuters

OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructure

SAN FRANCISCO, June 24 (Reuters) - OpenAI showed off the company's first custom artificial intelligence chip designed in conjunction with Broadcom (AVGO.O), opens new tab on Wednesday, as it ‌seeks to ...